Confluence Wealth Services, Inc.
CIK
0001910411
City
MCMURRAY
State / Country
PA
Holdings in VPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $517,267 | 49,452 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $510,839 | 49,452 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $497,487 | 49,452 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $381,921 | 37,480 | Shares | Sole | 2025-04-24 |
| 2022-09-30 | $182,211 | 18,882 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $106,545 | 10,186 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $123,352 | 10,561 | Shares | Sole | 2022-04-26 |
| 2021-12-31 | $147,537 | 10,561 | Shares | Sole | 2022-02-10 |